Seminar 'Investing in China, Asia, Emerging & Frontier Markets in Turbulent Times'
| On Tuesday 27 May: | |
| 14:00 - 14:30 | Coffee & Registration |
| 14:30 - 14:35 |
Welcome & Introduction
Harry Geels, Senior Investment Advisor, Auréus |
| 14:35 - 15:05 |
Keynote speech
Louis-Vincent Gave, CEO, Gavekal Dragonomics |
| 15:05 - 15:35 |
Double alpha: Sustainability and financial performance in sovereign EMD
Michaël Vander Elst, Senior Portfolio Manager, DPAM Michaël Vander Elst will high-level explain DPAM’s sovereign ESG model & filter and fundamental investment approach, applied to the filtered eligible universe. He will address the diversification and utility of frontier markets exposures and talk about BM-agnostic portfolio construction and corresponding risk analysis. He will supply a risk-return chart, drawdown analysis, and sustainable alpha chart/table. |
| 15:35 - 16:05 |
The investment opportunity in Frontier Markets
Jennifer Passmoor, Portfolio Manager, HSBC Asset Management |
| 16:05 - 16:20 | Coffee break |
| 16:20 - 16:50 |
The investment opportunity in Asian Markets
Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, Federated Hermes Limited |
| 16:50 - 17:35 |
Case studies on ‘The investment opportunities in Emerging Markets, China & Frontier Markets’
4.50 pm: Case study 1: China 5.05 pm: Case study 2; Impact Investing in Emerging Markets 5.20 pm: Case study 3: Small & Mid Cap Investing in Emerging & Frontier Markets |
| 17:35 - 18:00 |
Panel discussion on ‘The investment opportunities in Emerging Markets, China & Frontier Markets’
with:
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| 18:00 - 19:00 | Drinks & Snacks |
